With the inaugural Retirement Income Forum proving to be a success in 2017, the forum will move to Melbourne in 2018 to give more advisers the opportunity to address the different aspects of retirement income planning

Many financial planning practices are increasingly seeing the need to pivot from advising on strategies suited to people saving for retirement to strategies suited to people transitioning to or already in retirement.

Citing the author behind books turned major Hollywood productions like The Big Short and Moneyball as her biggest inspiration, Caboodle Financial Services co-founder Peita Diamantidis takes a very different approach when providing financial advice. Jamie Williamson writes.